VIRTUAL ACCOUNTING SERVICES

When your books aren’t in order, you can feel uneasy and out of control of your business. How can you make sound financial decisions when you don’t have accurate or up-to-date information to base those decisions on?

WE CAN HELP YOU UNDERSTAND YOUR NUMBERS SO YOU CAN…

  • Create fair compensation for yourself
  • Set aside cash for tax liabilities
  • Pay down debt
  • Create an emergency fund
  • Save for retirement

 

ACCURATE AND UP-TO-DATE BOOKS AND FINANCIAL REPORTS

In order to make informed business decisions, financial reports generated from your accounting software must be accurate and up-to-date.  When we begin working together, we will help you determine the types and level of accounting work you need completed.

  • QuickBooks Online or Xero Initial File Review
  • QuickBooks Online or Xero Cleanup
  • QuickBooks Online or Xero Quarterly Review
  • QuickBooks Online or Xero Monthly Maintenance

 

WHY VIRTUAL ACCOUNTING SERVICES?

Whether your business is in our town or across the country, using the technology available today allows us to communicate with you as needed, so you can focus on your business – not your accounting work.

BY UTILIZING VIRTUAL ACCOUNTING SERVICES, IT ALLOWS BUSINESSES TO…

  • Work with a qualified accounting professional who doesn’t need to be physically in the office
  • Accounting Information can be worked on in real time by both the business and the accountant, so information generated out of the system is more timely
  • Because we are a contracted service, there are no employee costs such as insurance, retirement, employment tax withholding expense, or federal or state unemployment tax.
  • We can schedule real-time virtual meetings using the internet at a time that is convenient for you.  No need for anyone to take time out and leave the office to meet.

QuickBooks Online Services

With its fast and easy setup, QuickBooks Online is the next generation of QuickBooks.

QuickBooks Online organizes your financial information all in one place, so everything is easy to find. It simplifies all your accounting tasks and presents the information you need exactly the way you need it.

Xero Cloud-Based Accounting Software

Xero is a cloud-based accounting software platform perfectly suited for small & medium sized businesses

Xero has a user friendly dashboard that gives you a clear financial overview and quick access to key areas of your business.

What’s Next?

COMPLETE THE LET'S GET STARTED QUESTIONNAIRE

Complete the questionnaire to determine if we are a fit, schedule a discovery call, and get started on a new path working together

DESIGN YOUR PLAN

Based on your needs and goals, we will help you develop and implement your profit plan

PEACE OF MIND

We partner with you to create a plan necessary to grow and maintain a profitable and financially healthy business!

“Most business owners don’t take their profit or pay themselves first. We specialize in implementing a cash flow management system that allows them to keep more of what they make to support the lifestyle they deserve.” – Lori Mercaldi